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09/08/19
10:22
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Originally posted by Just_a_guy
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funny I’ve just been looking into ntd and atl and notice you’re also looking at both.
Both have good insider ownership
decent remuneration
cheap on valuation metrics
ntd at 4xev/ebit
atl at pe of 5
good to see atl directors buying recently
both cyclical industries but I can’t see an existential threat unless debt gets to atl.
how do you (or others) feel about the debt atl is carrying
[/Qi posted vUOTE]
I posted concerns re debt here a couple years ago ....which is rare for me cos i often bargain hunt highly leveraged stocks!
One thing i have had in back of my mind too was change in accounting standards for leases, and how that would impact these ..i follow ( and own) a lot of different companies justaguy...so no big coincidence...but i have noticed your presence a lot over the years , and take notice of your posts!
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